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Discover the latest trends, strategies, and best practices for implementing AI automation in your business. From agent building to infrastructure optimization.

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Showing 18 of 302 articles

Underwriting & Analysis

Claude for Rent Roll Reconciliation: A Worked Example

Underwriting & Analysis

Claude for Rent Roll Reconciliation: A Worked Example

Use Claude to reconcile a rent roll against billing and T-12 records. Use a sample packet, check the arithmetic, and keep unresolved differences visible.

Underwriting & Analysis

Commercial Lease Audit Checklist: Match Leases, Amendments and the Rent Roll

Underwriting & Analysis

Commercial Lease Audit Checklist: Match Leases, Amendments and the Rent Roll

Audit commercial leases against amendments and the rent roll. Use a worked discrepancy register to check rent, dates, concessions and unresolved terms.

Deal Sourcing

How to Research a Commercial Property Owner’s Portfolio

Deal Sourcing

How to Research a Commercial Property Owner’s Portfolio

Trace a commercial property owner across LLCs and county records. Use an evidence worksheet to separate confirmed holdings from possible portfolio matches.

Underwriting & Analysis

Industrial Outdoor Storage Underwriting: A Worked Example and Checklist

Underwriting & Analysis

Industrial Outdoor Storage Underwriting: A Worked Example and Checklist

Underwrite an IOS yard using usable acreage, supported rent assumptions and explicit expenses. Includes a synthetic model, sensitivities and a review checklist.

How-To Guides

How to Build a Submarket Intelligence Report With AI

How-To Guides

How to Build a Submarket Intelligence Report With AI

Build a CRE submarket report with dated sources, comparable definitions, a clear supply pipeline, and hypotheses your investment committee can test.

Tool Guides & Comparisons

AI Real Estate Due Diligence: Build or Buy?

Tool Guides & Comparisons

AI Real Estate Due Diligence: Build or Buy?

Compare AI due-diligence software and custom workflows using your CRE documents, review requirements, data controls, integration needs, and operating costs.

How-To Guides

How to Find Off-Market Real Estate Deals With AI

How-To Guides

How to Find Off-Market Real Estate Deals With AI

Build an off-market CRE sourcing workflow with verified property signals, careful LLC research, buy-box screening, and a clear path to owner conversations.

How-To Guides

AI Deal Screening for CRE: An Inbound Deal Playbook

How-To Guides

AI Deal Screening for CRE: An Inbound Deal Playbook

Screen inbound CRE deals with a documented buy box, source checks, visible missing information, and a review path for scores, rejections, and overrides.

How-To Guides

Extract a T-12 and Rent Roll Into Your Underwriting Model

How-To Guides

Extract a T-12 and Rent Roll Into Your Underwriting Model

Extract a T-12 and rent roll into your CRE model with source references, reconciliation checks, clear missing-data flags, and approved input mappings.

Tool Guides & Comparisons

AI Investment Committee Memo Tools for CRE (2026)

Tool Guides & Comparisons

AI Investment Committee Memo Tools for CRE (2026)

Compare AI investment committee memo tools for CRE by source checks, model consistency, approvals, and the work needed to produce a reviewable draft.

Underwriting & Analysis

How to Underwrite a Multifamily Deal With AI: A Practical Walkthrough

Underwriting & Analysis

How to Underwrite a Multifamily Deal With AI: A Practical Walkthrough

A practical AI multifamily underwriting workflow: reconcile the rent roll and T-12, separate actuals from assumptions, and check the model before an investment decision.

Tool Guides & Comparisons

AI Underwriting Software for CRE: 7 Tools by Workflow (2026)

Tool Guides & Comparisons

AI Underwriting Software for CRE: 7 Tools by Workflow (2026)

Compare seven CRE underwriting tools by buyer fit, document extraction, Excel workflow, source verification, and the questions to ask in a pilot.

AI Systems & Playbooks

Claude Skills for Real Estate: The Complete Guide (2026)

AI Systems & Playbooks

Claude Skills for Real Estate: The Complete Guide (2026)

Install and test Claude Skills for real estate: seven downloadable skills, current setup steps, and sourcing and underwriting packs for CRE teams.

How-To Guides

How to Find the Owner of an LLC Property (Entity Resolution Guide, 2026)

How-To Guides

How to Find the Owner of an LLC Property (Entity Resolution Guide, 2026)

Find the person behind an LLC-owned property using county records and business filings. Verify roles, shared addresses, and source dates before outreach.

How-To Guides

How to Abstract a Commercial Lease with AI

How-To Guides

How to Abstract a Commercial Lease with AI

How to abstract a commercial lease with AI: ingest the full stack, extract economic and legal terms with clauses cited, normalize, and flag the gaps.

How-To Guides

How to Produce Broker Opinions of Value (BOVs) at Scale with AI

How-To Guides

How to Produce Broker Opinions of Value (BOVs) at Scale with AI

A five-step pipeline to produce broker opinions of value with AI: standardize inputs, pull sourced comps, run valuation scenarios, and sign it yourself.

How-To Guides

How GPs Use AI to Run the Capital Raise

How-To Guides

How GPs Use AI to Run the Capital Raise

How GPs use AI across the capital raise: match investors, draft the memo from underwriting, answer data-room Q&A, chase sub-docs, and draft LP updates.

AI Systems & Playbooks

AI for Commercial Real Estate by Asset Class

AI Systems & Playbooks

AI for Commercial Real Estate by Asset Class

The AI playbook for commercial real estate is not one playbook. It changes by asset class because the data sources, the buy signals, and the underwriting math are different for multifamily than they are for self-storage or hotels. This is the map: what is specific to each asset class, and what stays constant no matter what you invest in.

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